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Rockline Wealth Management’s Broadcom AVGO Stock Holding History

Rockline Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21M Buy
55,605
+800
+1% +$321K 4.02% 6
2026
Q1 		$17M Buy
54,805
+310
+0.6% +$102K 3.69% 6
2025
Q4 		$18.9M Buy
54,495
+727
+1% +$260K 3.85% 7
2025
Q3 		$17.7M Buy
53,768
+8,902
+20% +$2.73M 3.67% 6
2025
Q2 		$12.4M Buy
44,866
+1,057
+2% +$230K 2.93% 6
2025
Q1 		$7.33M Buy
43,809
+17,904
+69% +$3.79M 2.04% 12
2024
Q4 		$6.01M Buy
25,905
+1,736
+7% +$321K 1.6% 14
2024
Q3 		$4.17M Buy
24,169
+1,419
+6% +$227K 1.18% 26
2024
Q2 		$3.65M Buy
22,750
+1,040
+5% +$146K 1.13% 25
2024
Q1 		$2.88M Buy
+21,710
New +$2.69M 1.01% 35

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rockline Wealth Management's AVGO Position: Q2 2026 in Review

Rockline Wealth Management increased its Broadcom (AVGO) stake by 1.5% in Q2 2026, buying an estimated $321K and bringing the position to 55,605 shares worth $21M. The position accounts for 4.02% of the portfolio, ranked #6.

Rockline Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Rockline Wealth Management held 55,605 shares of Broadcom worth $21M as of Q2 2026.
  • Rockline Wealth Management bought 800 Broadcom shares in Q2 2026, an estimated $321K.
  • Broadcom made up 4.02% of Rockline Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Rockline Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.